See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,769 | $202,318-89.2% | $172,739-87.4% | $152,861-85.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 10.36% | 1029.65%-1019.3pp | 802.84%-792.5pp | 345.32%-335.0pp |
| Employer contribution / active EE | $2,253 | $5,856-61.5% | $5,143-56.2% | $4,762-52.7% |
| Participant deferral / active EE | $3,085 | $5,948-48.1% | $5,198-40.6% | $5,850-47.3% |
| Admin fee / account holder | $8,905 | $17,109-48.0% | $13,954-36.2% | $11,596-23.2% |